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American Electric Power

647 hedge funds and large institutions have $13.6B invested in American Electric Power in 2013 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 237 increasing their positions, 249 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,362% more call options, than puts

Call options by funds: $959M | Put options by funds: $65.6M

0.21% more ownership

Funds ownership: 64.21%64.42% (+0.21%)

3% less capital invested

Capital invested by funds: $14B → $13.6B (-$387M)

5% less repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 249

3% less funds holding

Funds holding: 665647 (-18)

22% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 58

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
647
Holders Change
-18
Holders Change %
-2.71%
% of All Funds
20.98%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.13%
New
45
Increased
237
Reduced
249
Closed
58
Calls
$959M
Puts
$65.6M
Net Calls
+$893M
Net Calls Change
+$894M
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
626
TD Capital Management
Tennessee
$10K +$133 +3 +1%
DBT
627
Dubuque Bank & Trust
Iowa
$8K
OIA
628
Optimum Investment Advisors
Illinois
$8K +$8.27K +186 New
WF
629
WealthTrust Fairport
Ohio
$7K +$5.2K +117 +234%
EWM
630
Edge Wealth Management
New York
$6K
ARMC
631
American Research & Management Company
Massachusetts
$5K
RFS
632
Rockefeller Financial Services
New York
$5K
SC
633
Saturna Capital
Washington
$5K
PR
634
Payden & Rygel
California
$4K
SFSIG
635
San Francisco Sentry Investment Group
California
$4K
Carson Wealth (CWM LLC)
636
Carson Wealth (CWM LLC)
Nebraska
$4K +$4.31K +97 New
Victory Capital Management
637
Victory Capital Management
Texas
$3K +$3.74K +84 New
LWCFA
638
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2K -$2.05K -46 -55%
TF
639
Tompkins Financial
New York
$2K +$1.82K +41 New
CCT
640
Capital City Trust
Florida
$1.57K +$15.1K +340 +0.9%
UB
641
UMB Bank
Missouri
$1.55K
WIL
642
Winifred I. Li
$1K -$801 -18 -50%
TFA
643
Transamerica Financial Advisors
Florida
$1K -$44 -1 -50%
CAM
644
ClariVest Asset Management
California
$1K
S
645
SignatureFD
Georgia
$1K
TSW
646
Thompson Siegel & Walmsley
Virginia
$1K
EFS
647
Essex Financial Services
Connecticut
$302 +$310K +6,972 New
Renaissance Technologies
648
Renaissance Technologies
New York
-$46.3M -1,033,300 Closed
EA
649
Euclid Advisors
Connecticut
-$32.2M -720,040 Closed
ARC
650
Absolute Return Capital
Massachusetts
-$19.3M -431,955 Closed

AEP Hedge Fund Activity: Q3 2013 in Review

647 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q3 2013, worth a combined $13.6B — down 2.8% from $14B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of AEP and 45 opened new positions — a net loss of 13 holders — while 249 trimmed existing stakes and 237 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $168M. The largest seller was BlackRock Advisors, cutting an estimated $140M.

  • 647 institutional investors held American Electric Power (AEP) as of Q3 2013, down from 665 in Q2 2013.
  • Funds reported $13.6B of American Electric Power stock for Q3 2013, down 2.8% quarter-over-quarter.
  • 45 funds opened new American Electric Power positions in Q3 2013 and 58 closed out, a net change of -13 holders.
  • The largest American Electric Power buyer in Q3 2013 was T. Rowe Price Associates, an estimated $168M added.
  • The largest American Electric Power seller in Q3 2013 was BlackRock Advisors, an estimated $140M sold.

Based on aggregated 13F filings for Q3 2013.